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Level Financial Advisors’s Amazon AMZN Stock Holding History

Level Financial Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$690K Sell
2,895
-1
-0% -$251 0.15% 60
2026
Q1 		$603K Buy
2,896
+46
+2% +$10.1K 0.15% 57
2025
Q4 		$658K Buy
2,850
+1
+0% +$229 0.17% 57
2025
Q3 		$626K Sell
2,849
-44
-2% -$9.96K 0.18% 60
2025
Q2 		$635K Buy
2,893
+40
+1% +$7.92K 0.2% 55
2025
Q1 		$543K Sell
2,853
-754
-21% -$164K 0.18% 55
2024
Q4 		$791K Buy
3,607
+688
+24% +$141K 0.29% 47
2024
Q3 		$544K Buy
+2,919
New +$533K 0.21% 52
2024
Q2 		– Sell
-3,244
Closed -$585K – 69
2024
Q1 		$585K Hold
3,244
– – 0.27% 47
2023
Q4 		$493K Sell
3,244
-160
-5% -$22.4K 0.24% 45
2023
Q3 		$433K Buy
3,404
+219
+7% +$29.3K 0.24% 43
2023
Q2 		$415K Sell
3,185
-255
-7% -$29.1K 0.23% 44
2023
Q1 		$355K Buy
3,440
+162
+5% +$15.7K 0.21% 45
2022
Q4 		$275K Sell
3,278
-363
-10% -$35.9K 0.18% 45
2022
Q3 		$411K Sell
3,641
-609
-14% -$77K 0.3% 34
2022
Q2 		$451K Buy
4,250
+170
+4% +$21.3K 0.33% 34
2022
Q1 		$665K Hold
4,080
– – 0.51% 23
2021
Q4 		$680K Buy
+4,080
New +$698K 0.52% 26

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Level Financial Advisors's AMZN Position: Q2 2026 in Review

Level Financial Advisors reduced its Amazon (AMZN) stake by 0.03% in Q2 2026, selling an estimated $251 and leaving 2,895 shares worth $690K. The position accounts for 0.15% of the portfolio, ranked #60.

Level Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $791K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Level Financial Advisors held 2,895 shares of Amazon worth $690K as of Q2 2026.
  • Level Financial Advisors sold 1 Amazon share in Q2 2026, an estimated $251.
  • Amazon made up 0.15% of Level Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Level Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Level Financial Advisors's Amazon position peaked at $791K in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.